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Capital One

Name Holding Trade Value Shares
Change
Change in
Stake
AI
526
AdvisorShares Investments
Maryland
$750K +$687K +6,858 New
EWM
527
EPG Wealth Management
Georgia
$748K -$21K -210 -3%
ADL
528
Asset Dedication LLC
California
$740K -$26.2K -262 -4%
CHC
529
City Holding Co
West Virginia
$737K +$16.6K +166 +3%
GCM
530
Gibraltar Capital Management
Oklahoma
$735K +$3.2K +32 +0.5%
IFAM
531
Institutional & Family Asset Management
Colorado
$734K +$1K +10 +0.1%
RA
532
RFG Advisory
Alabama
$731K +$669K +6,680 New
SWM
533
Spire Wealth Management
Virginia
$729K +$107K +1,072 +19%
PA
534
Procyon Advisors
Connecticut
$726K +$665K +6,642 New
SM
535
Salzhauer Michael
$723K
BFG
536
Bleakley Financial Group
New Jersey
$708K -$11K -110 -2%
SS
537
Simplicity Solutions
Minnesota
$708K -$11.7K -117 -2%
CK
538
Cohen Klingenstein
New York
$706K
AF
539
Allworth Financial
California
$702K +$37.9K +379 +6%
JWM
540
Jeppson Wealth Management
California
$701K +$45.7K +456 +8%
MCM
541
MAI Capital Management
Ohio
$695K +$228K +2,275 +56%
HCM
542
Highlander Capital Management
New Jersey
$689K
EHAM
543
Eagle Harbor Asset Management
Washington
$688K -$118K -1,174 -16%
GL
544
Graypoint LLC
New York
$686K -$166K -1,658 -21%
PA
545
Parallel Advisors
California
$684K +$118K +1,183 +23%
E
546
Ergoteles
New York
$682K -$504K -5,031 -45%
FF
547
Friedenthal Financial
New Jersey
$679K +$622K +6,212 New
FFS
548
Founders Financial Securities
Maryland
$678K +$205K +2,043 +49%
Jacobs Levy Equity Management
549
Jacobs Levy Equity Management
New Jersey
$676K -$27.1M -270,199 -98%
CSPIA
550
Cary Street Partners Investment Advisory
Virginia
$668K -$15.8K -158 -3%